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David James Gerszewski

Vivere Wealth Management LLC

Chandler, AZ

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Current Employers
Vivere Wealth Management Llc

1767 E. Queen Creek Rd. #1, Chandler, AZ 85286-2011 • United States

Current Registrations

AuthorityCategoryStatusDate
ND RA APP_PEND_IARCE 2026-01-01
AZ RA APPROVED 2017-09-27
  • ND RA
    APP_PEND_IARCE
    Since 2026-01-01
  • AZ RA
    APPROVED
    Since 2017-09-27

Branch Locations

1767 E. Queen Creek Rd. #1, Chandler, AZ 85286-2011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citadel Law Firm Pllc Chandler AZ 07/2016 Present
Vivere Wealth Management Llc Chandler AZ 05/2016 Present
Gerszewski Insurance Chandler AZ 07/2024 Present
Citadel Estate Planning Llc Chandler AZ 09/2022 Present
  • 07/2016 → Present
    Citadel Law Firm Pllc
    Chandler, AZ
  • 05/2016 → Present
    Vivere Wealth Management Llc
    Chandler, AZ
  • 07/2024 → Present
    Gerszewski Insurance
    Chandler, AZ
  • 09/2022 → Present
    Citadel Estate Planning Llc
    Chandler, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-12
S63 Uniform Securities Agent State Law Examination 1994-08-30
  • S65 Uniform Investment Adviser Law Examination
    2017-06-12
  • S63 Uniform Securities Agent State Law Examination
    1994-08-30
Other Names
  • David Gerszewski

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Aaron D Hyde
Kelly A Luft
ADRIENNE TERENA BORCHERS
Eric Sitton
SAMUEL J SMITH
RENEE JEAN HRUSKA
ANDREA MICHELLE MCLELLAND
Christine Lynne Lobdell Raney

Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ
EDWARD JONES · CHANDLER, AZ
LPL FINANCIAL LLC · CHANDLER, AZ
VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ
WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ
EDWARD JONES · SUN LAKES, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ
INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

More in Chandler, AZ

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